Our Process

Phase I:  Discovery

We begin this stage during our initial meeting where we get to know one another.  We focus on your specific needs and what you want your investment capital to do for you

Phase II:  Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.  We then develop a comprehensive proposal that outlines the strategy we recommend for long-term success.  This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

Phase III:  Implementation

The primary objective of this phase is to successfully implement your investment strategy.  By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV:  Monitoring and Adjusting

We monitor our clients’ accounts on a regular basis to ensure that they are still performing in a way that meets their intention.  At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again.  In this way, we ensure we are always adapting to your needs and to the demands of global markets.

For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.